Business Details
About
Financial Planning
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Location
The Investment Center at Community First Bank
925 Wisconsin Avenue, Boscobel, WI
53805, United States
Hours
Frequently Asked Questions About The Investment Center at Community First Bank
What services does The Investment Center at Community First Bank offer?
They provide financial services including insurance, investments, mutual funds, annuities, retirement analysis, financial planning, education savings, 401k rollovers, financial needs analysis, and portfolio management.
Where is The Investment Center at Community First Bank located?
It is located at 925 Wisconsin Avenue, Boscobel, WI 53805, USA.
What are the business hours of The Investment Center at Community First Bank?
The center is open Monday to Friday from 8:00 AM to 5:00 PM and closed on Saturdays and Sundays. It also closes on holidays such as November 11, November 27, and December 25 in 2025.
How can I contact The Investment Center at Community First Bank?
You can reach them by phone at +1 608-960-7757 or visit their website at https://www.cfbankinvestmentcenter.com/.
What is the main focus of The Investment Center at Community First Bank?
Their focus is on creating retirement asset solutions tailored to your risk tolerance, time horizon, and financial goals while balancing investment strategies and preserving principal.
Is The Investment Center at Community First Bank linked to any social media?
Yes, they have a Facebook page at https://www.facebook.com/lori.barry.investmentcenteratCommunityFirstBank and a LinkedIn profile at http://www.Linkedin.com/company/the-investment-center-at-community-first-bank.
What nearby financial services can I visit in Boscobel?
Nearby financial services include Lori Barry - Ameriprise Financial Services, LLC and Community First Bank itself, providing convenient options for banking and financial advice.
Are there dining options close to The Investment Center at Community First Bank?
Yes, you can visit nearby places like China King, Boscobel Hotel, Pat and Greg's Pour House, and Double K's Bar & Grill for a variety of dining experiences.
What entertainment options are available near The Investment Center at Community First Bank?
Nearby entertainment includes the Blaine Theatre for movies and Muskets & Memories Civil War Reenactment for historical attractions.
Can I find personal care and shopping nearby The Investment Center at Community First Bank?
Yes, nearby options include Genesis Salon & Spa and Alley Cutz for personal care, and Purple Dreams LLC and Driftless Hippie for boutique shopping.